Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $86B
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$5.18M
3
+$4.39M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.29M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.67M

Top Sells

1
+$6.32M
2
+$3.49M
3
+$3.01M
4
FTHI icon
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
+$2.35M
5
DAUG icon
FT Vest US Equity Deep Buffer ETF August
DAUG
+$1.66M

Sector Composition

1 Technology 8.36%
2 Consumer Discretionary 4.06%
3 Financials 3.5%
4 Healthcare 3.4%
5 Communication Services 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$298K 0.02%
935
+67
502
$297K 0.02%
1,575
-216
503
$293K 0.02%
10,220
+15
504
$292K 0.02%
7,670
-667
505
$291K 0.02%
12,592
-310
506
$290K 0.02%
2,844
-288
507
$290K 0.02%
3,632
+165
508
$288K 0.02%
51,214
-6,351
509
$287K 0.02%
28,660
+9,350
510
$287K 0.02%
11,311
-1,270
511
$286K 0.02%
3,007
+208
512
$284K 0.02%
9,471
+1,027
513
$284K 0.02%
8,242
+159
514
$283K 0.02%
6,175
-401
515
$283K 0.02%
+2,614
516
$282K 0.02%
10,254
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517
$281K 0.02%
+7,208
518
$281K 0.02%
6,598
519
$281K 0.02%
+119,512
520
$280K 0.02%
+20,271
521
$280K 0.02%
+2,583
522
$280K 0.02%
+6,541
523
$280K 0.02%
+10,750
524
$276K 0.02%
+8,968
525
$275K 0.02%
3,147
+720
19 20
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